The brutal selloff sweeping through global tech and AI stocks may not be the end of the story, but it is a necessary and overdue correction, according to Jonathan Schiessl, Deputy CIO at Westminster Asset Management.
Speaking on ET Now as Korean tech stocks and the Mag-7 came under sharp pressure, Schiessl offered a measured but candid read on where the AI trade stands, what a full unwind could mean globally, and why India is surprisingly well-positioned to ride it out.